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David Walton highlights opportunity in Europe’s smaller companies on Portfolio Adviser

David Walton, Manager of Marlborough European Special Situations, has explained on Portfolio Adviser why he believes the most attractive opportunities in Europe are among smaller companies.


He says we could see recent underperformance by smaller companies reverse as headwinds such as higher gas and electricity prices begin to ease. David added that signs were beginning to emerge that inflation may moderate in 2024.

Marlborough European Special Situations was named Best European small and mid-cap equity fund over five years in the Refinitiv Lipper UK Fund Awards 2023.


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